NexPoint Real Estate Finance, Inc.
NREF- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001786248
No open-market purchases or sales by NexPoint Real Estate Finance, Inc. insiders were filed in the last 90 days; 77 institutions reported holding it in 13F filings for Q2 2026, worth $199.9M in total; no superinvestor holds it.
Other share classesNREF.PA
13F holders, Q2 2026
Institutional positions in NexPoint Real Estate Finance, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 77
- −7 vs. Q1 2026
- Shares held
- 12.9M
- +22.8K (+0.2%) vs. Q1 2026
- Total value
- $199.9M
- +$26.5M (+15.3%) vs. Q1 2026
- New holders
- 7
- 33 more added
- Sold out
- 14
- 20 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NREF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 77 | $199.9M |
| Q1 2026 | 86 | $173.4M |
| Q4 2025 | 79 | $181.6M |
| Q3 2025 | 76 | $168.1M |
| Q2 2025 | 76 | $162.3M |
| Q1 2025 | 75 | $180.0M |
| Q4 2024 | 77 | $184.1M |
| Q3 2024 | 69 | $183.4M |
| Q2 2024 | 65 | $161.7M |
| Q1 2024 | 62 | $171.9M |
| Q4 2023 | 60 | $186.4M |
| Q3 2023 | 60 | $191.8M |
| Q2 2023 | 54 | $184.1M |
| Q1 2023 | 56 | $178.9M |
| Q4 2022 | 60 | $157.0M |
| Q3 2022 | 55 | $147.6M |
| Q2 2022 | 71 | $202.7M |
| Q1 2022 | 57 | $206.5M |
| Q4 2021 | 47 | $79.1M |
| Q3 2021 | 41 | $77.6M |
| Q2 2021 | 37 | $42.6M |
| Q1 2021 | 29 | $38.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding NexPoint Real Estate Finance, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 4 | $62 | 0.00% | +1+33.3% | Added |
| True Wealth Design, LLC | 4 | $62 | 0.00% | +3+300.0% | Added |
| Farther Finance Advisors, LLC | 4 | $62 | 0.00% | +4 | New |
| IFP Advisors, Inc | 7 | $108 | 0.00% | −1−12.5% | Reduced |
| Allworth Financial LP | 9 | $140 | 0.00% | +7+350.0% | Added |
| Essential Partners LLC | 17 | $264 | 0.00% | +1+6.3% | Added |
| The PNC Financial Services Group, Inc. | 40 | $620 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $992 | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 94 | $1.46K | 0.00% | −243−72.1% | Reduced |
| Sterling Capital Management LLC | 125 | $1.94K | 0.00% | −97−43.7% | Reduced |
| EverSource Wealth Advisors, LLC | 125 | $1.94K | 0.00% | +6+5.0% | Added |
| Covestor Ltd | 137 | $2.00K | 0.00% | +33+31.7% | Added |
| SRS Capital Advisors, Inc. | 198 | $3.07K | 0.00% | +198 | New |
| GAMMA Investing LLC | 242 | $3.75K | 0.00% | +16+7.1% | Added |
| Harbor Capital Advisors, Inc. | 228 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $4.61K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 478 | $7.41K | 0.00% | +36+8.1% | Added |
| Ameritas Investment Partners, Inc. | 588 | $9.11K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 717 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 819 | $12.7K | 0.00% | −964−54.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,037 | $16.1K | 0.00% | −443−29.9% | Reduced |
| Royal Bank of Canada | 1,591 | $25.0K | 0.00% | +218+15.9% | Added |
| STRS Ohio | 1,700 | $26.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,846 | $28.6K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,885 | $29.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,169 | $49.4K | 0.00% | +247+8.5% | Added |
| Vanguard Global Advisers, LLC | 3,291 | $51.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,305 | $51.2K | 0.00% | −277−7.7% | Reduced |
| Citigroup Inc | 3,748 | $58.1K | 0.00% | −400−9.6% | Reduced |
| BNP Paribas Arbitrage, SA | 4,862 | $75.4K | 0.00% | +3,124+179.7% | Added |
| New York State Common Retirement Fund | 5,468 | $84.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 5,820 | $90.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,759 | $104.8K | 0.00% | +3,519+108.6% | Added |
| Deutsche Bank AG | 7,001 | $108.5K | 0.00% | +2,426+53.0% | Added |
| Daytona Street Capital LLC | 7,000 | $112.4K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 8,059 | $124.9K | 0.00% | −7,226−47.3% | Reduced |
| Rhumbline Advisers | 10,073 | $156.1K | 0.00% | −396−3.8% | Reduced |
| AQR Capital Management LLC | 10,088 | $156.4K | 0.00% | +10,088 | New |
| Ameriprise Financial Inc | 10,141 | $157.2K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 10,694 | $165.8K | 0.00% | −720−6.3% | Reduced |
| Barclays PLC | 11,989 | $185.8K | 0.00% | +128+1.1% | Added |
| Callan Family Office, LLC | 12,218 | $189.4K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 12,716 | $197.1K | 0.00% | +12,716 | New |
| Alliancebernstein L.P. | 15,440 | $208.0K | 0.00% | +1,600+11.6% | Added |
| Advisor Group Holdings, Inc. | 14,880 | $230.6K | 0.00% | +4,400+42.0% | Added |
| Oppenheimer & Co Inc | 17,357 | $269.0K | 0.00% | +17,357 | New |
| Bank of New York Mellon Corp | 17,489 | $271.1K | 0.00% | +2,417+16.0% | Added |
| Bridgeway Capital Management, LLC | 18,400 | $285.2K | 0.01% | +18,400 | New |
| Navis Wealth Advisors, LLC | 20,819 | $322.7K | 0.12% | +653+3.2% | Added |
| Bank of America Corp | 23,445 | $363.4K | 0.00% | −3,421−12.7% | Reduced |
| Charles Schwab Investment Management Inc | 23,620 | $366.1K | 0.00% | +3,449+17.1% | Added |
| Concorde Asset Management, LLC | 25,950 | $402.2K | 0.23% | +2,500+10.7% | Added |
| Oak Grove Capital LLC | 27,000 | $418.5K | 0.03% | +27,000 | New |
| Russell Investments Group, Ltd. | 32,075 | $497.2K | 0.00% | +8,894+38.4% | Added |
| HighTower Advisors, LLC | 32,413 | $502.4K | 0.00% | +4,703+17.0% | Added |
| Jacobs Levy Equity Management, Inc | 33,387 | $517.5K | 0.00% | −3,605−9.7% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 36,562 | $566.7K | 0.36% | −1,322−3.5% | Reduced |
| Vanguard Fiduciary Trust Co | 41,174 | $638.2K | 0.00% | +650+1.6% | Added |
| Cetera Investment Advisers | 41,722 | $646.7K | 0.00% | +5,166+14.1% | Added |
| Vanguard Portfolio Management LLC | 48,334 | $749.2K | 0.00% | +9,593+24.8% | Added |
| LPL Financial LLC | 50,332 | $780.1K | 0.00% | +4,818+10.6% | Added |
| Goldman Sachs Group Inc | 51,585 | $799.6K | 0.00% | −19,971−27.9% | Reduced |
| Northern Trust Corp | 57,141 | $885.7K | 0.00% | +7,346+14.8% | Added |
| Wedbush Securities Inc | 60,117 | $932.0K | 0.02% | −2,365−3.8% | Reduced |
| 1776 Wealth LLC | 72,399 | $1.12M | 0.40% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 80,732 | $1.25M | 0.01% | −2,642−3.2% | Reduced |
| Ritholtz Wealth Management | 104,618 | $1.62M | 0.02% | −7,970−7.1% | Reduced |
| Copley Financial Group, Inc. | 110,587 | $1.71M | 1.04% | +80+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 155,328 | $2.41M | 0.01% | −387−0.2% | Reduced |
| State Street Corp | 173,362 | $2.69M | 0.00% | −2,200−1.3% | Reduced |
| Geode Capital Management, LLC | 182,678 | $2.83M | 0.00% | +3,429+1.9% | Added |
| Morgan Stanley | 195,067 | $3.02M | 0.00% | +3,319+1.7% | Added |
| Independent Financial Group, LLC | 281,010 | $4.36M | 0.08% | +4,409+1.6% | Added |
| Raymond James Financial Inc | 292,853 | $4.54M | 0.00% | −6,099−2.0% | Reduced |
| Vanguard Capital Management LLC | 346,323 | $5.37M | 0.00% | +36,847+11.9% | Added |
| BlackRock, Inc. | 624,275 | $9.68M | 0.00% | +30,273+5.1% | Added |
| Highland Capital Management Fund Advisors, L.P. | 9,439,635 | $146.3M | 9.78% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −102,222−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −11,991−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −11,299−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,948−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −6,185−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |